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Server DRAM prices are still rising, but multi-year contracts mean the next increase will not hit every buyer equally. Contract coverage, procurement channel and configuration flexibility increasingly determine an organization’s exposure.
Read MoreSamsung reportedly raised some 4nm foundry prices by as much as 15%. The overlooked reason is HBM4: its logic base die also consumes Samsung’s SF4 foundry capacity.
Read MoreGraphics card prices in Korea may climb as much as 30% from August. On August 1, Xbox consoles went up $100 to $150 worldwide and the 2TB Series X was discontinued outright, with Microsoft citing console storage and memory costs up more than 2.5x. Intuition says an AI buildout is a GPU buildout, so accelerators…
Read MoreMemory and storage spent most of July moving in opposite directions, an unusual split in this cycle. In the final week, NAND reversed and joined DRAM on the way up. TrendForce’s DDR4 8Gb spot benchmark rose from $36.00 on June 30 to $42.08 on July 28, an increase of 16.9%. Its 512Gb TLC NAND benchmark…
Read MoreExpansion is already in production. Pooling is reaching real hardware, but its economics are still unsettled. A database server maxing out its 512 GB cannot directly borrow unused DIMMs from the machine one rack slot over. The neighbor can serve data over the network, and workloads can be migrated or distributed in software, but that…
Read MoreThe head of SK Hynix’s parent group told Bloomberg TV that the company may move beyond selling memory chips and offer “Memory as a Service” (MaaS) — memory capacity delivered like a cloud subscription rather than a product shipped in a box. He was candid that MaaS is still “an idea at this point.” No…
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